Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,181 | $105,623-14.6% | $87,502+3.1% | $273,972-67.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.87% | 12.26%-4.4pp | 12.21%-4.3pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,405 | $3,141-55.3% | $2,550-44.9% | $4,869-71.1% |
| Participant deferral / active EE | $6,900 | $3,601+91.6% | $3,149+119.1% | $5,287+30.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |